Traditional Aging

Traditional Aging at a glance

Traditional Aging view shows the total Accounts Receivable balance per client split into several aging buckets

The dynamic tag in the slicer section indicates the accounting currency of the selected company.
The table below explains each column on the ‘Traditional Aging’ page

Please note that the above mentioned buckets are just an example of how they can be defined. Users can set up and manage user-defined aging period definitions in evergreen using the form ‘Aging period definitions’.

The form can be found on this path: in Account payable > Setup or Credit and collections > Setup.

Note that any change in one of these forms will be reflected in the other, so there is no need to make adjustments on both sides.

To activate a different period, the following steps must be taken: BI Setup > Populate ageing period dimension table.

For more details on how to enter unit and interval information on the Periods tab in the form, please refer to the Microsoft documentation.

The product itself is capable of enhancing the model and PBI reports based on the changes in evergreen, without any developer support. In this way, the users are able to change the aging period definitions independently based on their needs.

Each aging period that you set up for the aging period definition corresponds to a column in AR AP Dashboard